Parvus Asset Management Jersey Limited

RIASEC RegisteredEst. 2015
Total AUM
$11.5B
Discretionary
$11.5B
100% of AUM
Avg account
$717M
Accounts
16
Employees
1
Advisory reps
4

Firm details

Headquarters
,
CRD number
174027
Registered since
January 13, 2015
Custodians
HSBC, CITIGROUP GLOBAL MARKETS INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles53.72%
  • Charitable Organizations30.99%
  • State / Municipal Government10.84%
  • Other4.45%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Parvus Asset Management Jersey Limited is structured as a hedge-fund manager domiciled in Jersey that primarily serves institutional investors. The firm is registered with the SEC (since 2015) and operates as both a CPO/CTA and an adviser to pooled investment vehicles, frequently acting as sponsor, general partner or managing member of those vehicles. Ownership is listed as a mix of foreign entity and individual ownership. Compensation is a combination of AUM-based fees and performance fees. Parvus reports it is not an active ESG investor and does not position itself as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 50%, Exchange Traded Equities 44%, Derivatives 5%, Other 1%50%
  • Cash & Cash Equivalents50%
  • Exchange Traded Equities44%
  • Derivatives5%
  • Other1%

Owners & executives

2 of 2
  • Edoardo Mercadante

    CEOCRD 4519606

  • Lucy Sparks

    Chief Compliance OfficerCRD 8064706

Contacts

2 of 2
  • Rahul Moodgal

    Rahul Moodgal

    DirectorCRD 5072449

  • Nicholas Watkins

    DirectorCRD 6583657

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth